Shoprite Holdings Ltd Strategic Asset Allocation Index
Shoprite Holdings Ltd strategic asset allocation index. Shoprite Holdings Ltd (SHP) has a Strategic Asset Allocation Index of 165.1% as of June 2023. Strategic assets (PP&E of ZAC43.38 Billion plus long-term investments of ZAC-) total ZAC43.38 Billion, measured against net assets of ZAC26.28 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Shoprite Holdings Ltd (SHP) tangible net worth to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Shoprite Holdings Ltd (2014–2023)
Strategic asset allocation index of Shoprite Holdings Ltd from 2014 to 2023. This chart shows how Shoprite Holdings Ltd's Strategic Asset Allocation Index has evolved across 10 annual periods from 2014 to 2023. As of June 2023, the index stands at 165.1%, representing strategic assets of ZAC43.38 Billion against net assets of ZAC26.28 Billion ZAC.
Shoprite Holdings Ltd Strategic Asset Allocation Index by Year (2014–2023)
Shoprite Holdings Ltd strategic asset allocation index by year from 2014 to 2023. The table below presents the year-by-year Strategic Asset Allocation Index for Shoprite Holdings Ltd from 2014 to 2023, covering 10 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see SHP stock market capitalisation.
| Year | SAAI | Strategic Assets (ZAC) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2023 | 165.1% | ZAC43.38 Billion | ZAC43.38 Billion | ZAC- | ZAC26.28 Billion | ▲ +6.9 pp |
| 2022 | 158.2% | ZAC40.54 Billion | ZAC40.54 Billion | ZAC- | ZAC25.63 Billion | ▼ -6.4 pp |
| 2021 | 164.6% | ZAC34.89 Billion | ZAC34.89 Billion | ZAC- | ZAC21.20 Billion | ▼ -12.6 pp |
| 2020 | 177.2% | ZAC35.42 Billion | ZAC35.42 Billion | ZAC- | ZAC19.99 Billion | ▲ +25.5 pp |
| 2019 | 151.7% | ZAC39.70 Billion | ZAC37.19 Billion | ZAC2.52 Billion | ZAC26.18 Billion | ▲ +66.8 pp |
| 2018 | 84.8% | ZAC23.31 Billion | ZAC21.22 Billion | ZAC2.09 Billion | ZAC27.48 Billion | ▲ +13.7 pp |
| 2017 | 71.2% | ZAC19.75 Billion | ZAC18.41 Billion | ZAC1.34 Billion | ZAC27.75 Billion | ▼ -8.3 pp |
| 2016 | 79.4% | ZAC17.00 Billion | ZAC16.91 Billion | ZAC95.00 Million | ZAC21.40 Billion | ▼ -1.7 pp |
| 2015 | 81.2% | ZAC15.55 Billion | ZAC15.37 Billion | ZAC178.00 Million | ZAC19.16 Billion | ▲ +1.7 pp |
| 2014 | 79.4% | ZAC13.73 Billion | ZAC13.58 Billion | ZAC155.00 Million | ZAC17.28 Billion | — |